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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,672 | $92,766+342.7% | $82,763+396.2% | $134,545+205.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.05% | 946.97%-961.0pp | 702.45%-716.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $12,985 | $3,273+296.7% | $3,008+331.6% | $4,742+173.8% |
| Participant deferral / active EE | $12,985 | $4,802+170.4% | $4,395+195.4% | $6,401+102.8% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |